Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.04B
AUM Growth
+$742M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,596
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$56M
3
+$47.4M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.8M

Top Sells

1
+$10.2M
2
+$7.76M
3
+$7.3M
4
SLV icon
iShares Silver Trust
SLV
+$5.95M
5
BP icon
BP
BP
+$3.82M

Sector Composition

1 Energy 6.33%
2 Financials 4.42%
3 Technology 2.93%
4 Healthcare 2.26%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$18K ﹤0.01%
2,400
+500
2152
$18K ﹤0.01%
700
+200
2153
$18K ﹤0.01%
1,770
+1,750
2154
$18K ﹤0.01%
2,400
2155
$18K ﹤0.01%
1,656
+600
2156
$18K ﹤0.01%
591
+254
2157
$18K ﹤0.01%
+1,100
2158
$18K ﹤0.01%
2,372
+200
2159
$18K ﹤0.01%
897
2160
$17K ﹤0.01%
135
-93
2161
$17K ﹤0.01%
270
2162
$17K ﹤0.01%
620
2163
$17K ﹤0.01%
600
2164
$17K ﹤0.01%
473
+310
2165
$17K ﹤0.01%
600
+100
2166
$17K ﹤0.01%
700
2167
$17K ﹤0.01%
5,522
+73
2168
$17K ﹤0.01%
+210
2169
$17K ﹤0.01%
418
2170
$17K ﹤0.01%
200
2171
$17K ﹤0.01%
1,000
2172
$17K ﹤0.01%
1,030
+530
2173
$17K ﹤0.01%
1,377
-56
2174
$17K ﹤0.01%
560
2175
$17K ﹤0.01%
+960
85 86
87
88 89